Configuration Guide for Shipment Cost

V2.470

July 2004

English

Transportation Management (G82)

SAP AGNeurottstr. 1669190 Walldorf

Building Block Configuration Guide

Germany

SAP Best Practices Transportation Management (G82): Configuration Guide

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© Copyright 2004 SAP AG. All rights reserved.

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<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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ContentsConfiguration Guide........................................................................................................................ 5

1 Purpose................................................................................................................................... 5

2 Preparation.............................................................................................................................. 5

2.1 Prerequisites.................................................................................................................. 5

3 Configuration........................................................................................................................... 5

3.1 Master Data................................................................................................................... 5

3.1.1 Creating Customer Master Data................................................................................5

3.1.2 Creating Vendor Master Data....................................................................................6

3.1.3 Creating Material Prices............................................................................................6

3.2 Customizing................................................................................................................... 7

3.2.1 Maintain Transportation Planning Point.....................................................................7

3.2.2 Defining Modes of Transportation.............................................................................7

3.2.3 Defining Shipping Types............................................................................................8

3.2.4 Defining Transportation Connecting Points...............................................................9

3.2.5 Defining Routes and Stages......................................................................................9

3.2.6 Checking Transportation Zones..............................................................................10

3.2.7 Maintaining Country / Transportation Zone for Shipping Point s.............................11

3.2.8 Maintaining Router Determination...........................................................................11

3.2.9 Maintaining Transportation Relevance....................................................................12

3.2.10 Defining Shipment Types........................................................................................13

3.2.11 Defining and Assigning Tariff Zones........................................................................14

3.2.12 Defining and Assigning Pricing Procedures.............................................................14

3.2.13 Assigning Purchasing Data -- Shipment Cost Settlement........................................15

3.2.14 Determining G/L Accounts Automatically – Shipment Cost Settlement...................16

3.2.15 Determining CO Assignments Automatically – Shipment Cost Settlement..............16

3.2.16 Maintaining Shipping Point Addresses....................................................................17

3.2.17 Checking G/L Account Settings...............................................................................17

3.2.18 Creating Transportation Condition Records............................................................18

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Configuration Guide

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation

2.1 PrerequisitesIf you want to use this building block, you must first install the following building blocks:

Building Block # Description

G80 Basic Settings

You need transportation goods, which can be either fast moving goods (C10010) or trading goods (C20010). If you use fast moving goods, you need to install J65 as a prerequisite; for trading goods, you need to install J57 as a prerequisite. In either case, you only need to install the respective material master data parts of the building block.

3 Configuration

3.1 Master Data

3.1.1 Creating Customer Master Data

UseThe customer master is where the goods will be delivered and transport to from the transportation point of view.

If you installed J57, the customer C6120 has already been created and you may skip this step.

Procedure

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SAP Best Practices Transportation Management (G82): Configuration Guide 1. To carry out the activity, choose one of the following navigation options:

SAP Menu Path Logistics Sales & Distribution Master Data Business Partners Customer Create Sales & Distribution

Transaction Code VD01

2. You can create the customer manually with reference to the data file SMB15_XD01_L001_J57.txt, note you only need customer C6120 for this scenario. For more information on how to do this, refer to the Essential Information.

3.1.2 Creating Vendor Master Data

UseVendor master is the business partner who may provide transportation service and is the business partner with whom the final transportation cost will be settled in G82.

Procedure1. To carry out the activity, choose one of the following navigation options:

SAP Menu Path Logistics Material Management Purchasing Master Data Vendor Central Create

Transaction Code XK01

2. You may create the vendor manually with reference to the data file SMB26_XK01_L001_G82.txt. For more information on how to do this, refer to the Essential Information.

3.1.3 Creating Material Prices

UseYou need to create material price that will used for sales.

Procedure1. Access the activity using one of the following navigation options:

SAP Menu Path Logistics Sales and Distribution Master Data Conditions Create

Transaction Code VK31

2. Create the material price with reference to the data file /SMB26/VK31_L002_G82. For more information on how to do this, refer to the Essential Information.

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3.2 Customizing 3.2.1 Maintain Transportation Planning Point

UseThe transportation planning point is responsible for planning shipments with particular features. A shipment is assigned to one transportation planning point; a planning point is also used for the transportation cost settlement since it is linked with company code.

Procedure 1. Access the activity using one of the following navigation options:

Transaction Code SPRO

IMG Menu IMG Enterprise Structure Definition Logistic Execution Maintain transportation planning point

2. Check the following values. If they do not already exist, choose New entry.

3. Check the values according to the following table. If they do not already exist, enter values as follows and save:

Field Value

Transportation Planning Point BP01

Description Transp. BP01 (comm.)

Company code BP01

4. If the system asks for a change request, create one and assign it to this customizing.

5. Maintain address information for the transportation planning point, Select the line you just created and choose Address. Enter the values as follows and save:

Field Value

Title Company

Name Transportation planning point BP01

Country DE

Language English

3.2.2 Defining Modes of Transportation

UseDefine every possible kind of mode of the transportation, for example, you may only use trucks and perform the transportation on road, or you may also use ship via sea transportation.


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IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define modes of transport


Some modes of transport have already been defined. If so, this step is only performed as a check.

2. Check if the following settings are set correctly:

Field Value

Sh TY 01

Description Road

If you find other settings, you can leave these as they are.

3.2.3 Defining Shipping Types

UseYou define the shipping types in combination with the mode of transportation. The shipping types can include those listed below.


IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Route Define shipping types

Transaction Code SM30

Some modes of transport have already been defined. If so, this step is only performed as a check.

2. Check if the following settings are set correctly:

Field Value

PT 01

Description Truck

Mdtr 01

STPG 0001

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If you find other settings, you can leave these as they are.

3.2.4 Defining Transportation Connecting Points

UseIn this step, the transportation steps are defined. For example in this activity, 310000 represents the Shanghai plant where goods are delivered and 310010 represents the point of a customer in Beijing where the goods will be delivered.


IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define transportation connection points


2. Choose New Entry.

3. Enter values like this and save:

Field Name Value Description

Points 310000 Frankfurt

Load trnsf pnt Check this selection

4. Choose the Reference shipping point / plant tab, enter values as follows, and save

Field Name Value

Shipping point BP02

5. Define shipping point 310099 by choosing New and enter values as follows:


Points 310099 Hamburg

Load trnsf pnt Check this selection

6. Choose the Reference Customer/vendor tab, enter the following value, and save

Field Name Value

Customer C6120

3.2.5 Defining Routes and Stages

UseDefine the stages combination with routes, such as how its stages appear. You define the standard route here.

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IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define routes and stages


2. Check if t route 000021 already exists. If not, create it as a new entry as follows :

Field Name Value Comments

Route 000021

Description South-north Route

3. Choose the Routes Stages folder, then choose Add new entry.

4. Enter the values like this and save:


Dep. Point 310000

Dst. Point 310099

Service agent C7010

Distance 500 km

Leg indicator Direct leg

Shipping type 01 truck

Stage category Transportation

Shipment cost relevant Mark this check box Be sure this check box is select.

5. Save the changes and exit.

3.2.6 Checking Transportation Zones

UseTransportation zones can be defined according to country specifications and your company's needs. Transportation zones represent delivery recipients ‘ (ship-to party) regions or delivery shipper’s (vendor) regions.


IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Route Router determination Define transportation zones


2. Here you use the standard transportation zone, so just check if this entry exists:

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City Transportation zone Description

DE 0000000001 Region North

DE 0000000002 Region South

The standard transportation zone is available by default, so it was assigned to the customer master before the transportation zone was defined. If you want to use a self-defined transportation zone, you need to change the assignment to the customer after the definition.

3.2.7 Maintaining Country / Transportation Zone for Shipping Point s

UseThis step is set up the relationship betyeen transportation zones and shipping points in order to automatically determine the router in the sales order.


SAP Menu Path IMG Logistic Execution Transportation Basic Transportation Functions Route Route determination Maintain country and transportation zone for shipping point


2. Check if the following entry exists. If not, create it as follows:

Shipping point Country Zone

BP02 DE 0000000002

3. Save the value.

3.2.8 Maintaining Router Determination

UseIn this step, the system will know which router will be selected when the sales order or delivery is created.


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IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Route Router determination Maintain router determination




Cdep DE Depature Country

DepZ 0000000002 Departure Zone

DstC DE Destination Country

RecZ 0000000001 Receipt Zone

3. Select this line. Choose router determination without weighing group (order).



SC 01 Shipping Condition

TGroup 0001 Transportation Group

Proposed route 000021

5. Save your changes.

3.2.9 Maintaining Transportation Relevance

UseIn this step, you define the following relevance:

Maintain transportation relevance for delivery types

Maintain transportation relevance for delivery item types

Maintain transportation relevance for routes


IMG Path IMG Logistic Execution Transportation Shipments Maintain transportation relevance


2. Choose the line Maintain transportation relevance for delivery types and check if the following entry was maintained. if not, maintain it, save your changes, and go back:

Field Name Value Relevant for transport

Del type LF Check the box

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SAP Best Practices Transportation Management (G82): Configuration Guide 3. Choose the line Maintain transportation relevance for delivery item types and check if the

following entries are maintained. If not, maintain them, save your changes, and go back:


Item category TAN Check the box

Item category YG05 Check the box

4. Choose the line Maintain transportation relevance for routes and check if the following entry was maintained. If not, maintain it, save your changes, and go back:


Route 000021 Check the box

5. Save and exit.

3.2.10 Defining Shipment Types

UseA shipment type is a centralized document type that controls the activity of the shipment document and the subsequent activities.

The standard shipment type will be used (0001 Indiv.Shipmt – Road, so the settings should be ready). If the settings already exist, then the following activity is performed as a check.


IMG Path IMG Logistic Execution Transportation Shipments Define shipment types


2. Choose the line 0001(Indiv.Shipmt – Road) ,check the values, and do not make any changes.


Shipping type 01

Process control Individual shipment using one mode of transport

Leg indicator Direct leg

Adapt router Adopt all stages

Pick check Shipment completion only for full pick

The shipment document can not be marked as completions unless the delivery within this shipment should be fully picked

3. Exit without saving.

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3.2.11 Defining and Assigning Tariff Zones

UseYou define the tariff zones and assign postal code areas to the tariff zones for each organizational key. The tariff zones represent geographical-influencing factors during the calculation of shipment costs.


IMG Path IMG Logistic Execution Transportation Shipments cost Basic functions Define and assign tariff zones

Transaction Code T_76

2. Choose New Entry and enter values as follows:


Tariff zone YG0001 Frankfurt

Tariff zone YG0002 Hamburg

3. Save and exit.

4. Select the line just created and choose the folder Define organization key for tariff zone assignment.

5. Enter value as follows:


TransportPlanningPt BP01

Service agent C7010

Shipping type 01

Country key DE

5. Select the newly -created tariff zones,choose Assign tariff zone to organization key and post code new entry, and enter values as follows:

Post code Post code Tariff Zone

60311 68789 YG0001

20054 22769 YG0002

6. Save the changes and exit.

3.2.12 Defining and Assigning Pricing Procedures

UseThe settings of pricing and procedures will determine how the costs of transportation are calculated.

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IMG Path IMG Logistic Execution Transportation Shipments cost Pricing Price control define and assign pricing procedures


2. Select line Maintain pricing procedure. Choose the condition procedure SDFC00 and choose Copy, then enter, change the pricing procedure name from SDFC00 to YGFC00.

3. Chose Enter.

4. On the screen that appears, select Copy all, and change the new pricing description to BP Pricing,.

5. Save the changes. The result of this step is that you have a new pricing procedure called YGFC00.

4. Select line Define pricing procedure determination for shipment costs.,

5. Select Transportation Planning Point BP01 with description Transp. BP01 (comm.).

6. Choose determine pricing procedure and choose New entry.

7. Enter values as follows and save:


It.Det.Group 0001

SA group

Shp Typ Group 0001

CstgSheet YGFC00

5. Now all transportations from transportation planning point BP01 have pricing procedure YGFC00.

3.2.13 Assigning Purchasing Data -- Shipment Cost Settlement

UseIn this step you assign transportation service groups to plants, transportation planning points, and shipment cost document type. The system can find the suitable purchase order for settling the transportation costs.


IMG Path IMG Logistic Execution Transportation Shipments cost Settlement Assign purchasing data


2. Choose New entry and enter values as follows:

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TPpt BP01 Transportation planning point

SCty 0001 Shipment cost type

POrg BP01 Purchasing organization

PGrp YG1 Purchasing group

Plant BP02

3. The purchase group is assigned to plant BP02, transportation planning point BP01, and shipment cost type 0001.

3.2.14 Determining G/L Accounts Automatically – Shipment Cost Settlement

UseWhen the transportation cost is settled in shipment cost documents, the amount shoisuld be recorded to the G/L account automatically instead of manually. The purpose of this step is to define these settings.


IMG Path IMG Logistics Execution Transportation Shipment Costs Settlement Automatic G/L Account Determination

Transaction Code OMWB

2. Choose Account assignment.

3. Select transaction GBB- Offsetting entry for inventory posting,and select Choose.

4. Enter IKR in field Chart of account and choose Enter.

5. Select New entries.

6. Make the following entry.

Valuation Modif. General Modification Valuation Class Debit Credit

0001 VBR 3200 614000 614000

7. Save. Now the amount of transportation cost can be posted to G/L account automatically.

3.2.15 Determining CO Assignments Automatically – Shipment Cost Settlement

UseWhen the transportation cost is settled in shipment cost documents, the costs are posted to FI for booking the amount. Also, the costs need to be posted to a certain cost collector, such as a cost center for internal orders (for controlling purpose). Here you post the transportation costs to a cost center.

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IMG Path IMG Logistics Execution Transportation Shipment Costs Settlement Automatic Determination of CO Assignments

Transaction Code OKB9

2. Select New entries.

3. Make the following entry.

CoCd Cost elem. BarIn Cost

Ctr Order PrfSeg Profit Ctr

Acct assignment detail

BP01 614000 1602

4. Save. Now the costs of transportation can be posted to cost center 1602.

3.2.16 Maintaining Shipping Point Addresses

UseThe shipment cost is calculated based on tariff zones, therefore, you must be sure that the shipping point has the postcode and country maintained.


IMG Path Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point


2. In the dialog box, choose Define shipping point.

3. Choose shipping point BP02, and then choose Detail.

4. On the detail screen, choose Address, and enter the following values:

Field Value

Country DE

Postal code 68789

5. Save the entry.

3.2.17 Checking G/L Account Settings

Use

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SAP Best Practices Transportation Management (G82): Configuration Guide The shipment invoice will be posted to certain G/L accounts. These accounts should be relevant for taxes. Therefore the tax category should be either ‘-‘ or ‘*’.


SAP Menu Path Accounting Financial Accounting General Ledger Master Records Individual Processing Centrally

Transaction Code FS00

2. On the Edit screen, enter values as follows:

Field Value

G/L Account No. 614000

Company Code BP01

3. Choose Change and go to the Control Data tab.

4. Check if the tax category is set to either ‘-‘ or ‘*’. If not, set it to ‘*’.

5. Save the entry.

3.2.18 Creating Transportation Condition Records

UseTransportation condition records are the combination of the forwarding agency and condition type. Normally, it stipulates the detailed pricing information, such as how much it will cost for this forwarding agency to transport a certain weight of the goods.

In fact, support-scaled pricing and multi-factor pricing like considering both weight and distance. In this case, you use weight as the base to calculate a fixed starting point and end point.


SAP Menu Path Logistics Logistic Execution Master data Transportation Shipment cost Prices create

Transaction Code TK11

2. Enter values as follows:

Field Value

Condition type FB00

3. Choose Key combination. In the dialog box that appears, select Service agent/Tariff zone dep./Tariff zone target.

4. On the Create Freight class/ Weight condition (FB00): Fast entry screen, enter values as follows and save:

Field Value

Service agent C7010

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Field Value

Tf zone point of dep YG0001

TfZDt YG0002

Amount 2

Unit EUR

Per 1

Uom KG

Calculation type D

Valid from Today’s date

Valid to 30/12/9999

5. Save your changes.

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Configuration Guide for Shipment Cost

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